Herbalife is an international corporation (10,000 employees) operating in the healthy lifestyle industry. The product line includes more than 2,000 items and is represented in more than 90 countries worldwide.
Need
The company lacked an effective analytical tool for collecting and processing applications. Excel was used to generate reports and track key metrics:
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Manual processing of source data
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Excel static report not showing dynamics
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Low reporting frequency (once a month). Lack of data for prompt decision-making, forecasting, and problem research
Solution
Implementation of a BI system in an international network company for monitoring and forecasting sales indicators of specialized food products
Result
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Herbalife managers have received a unified tool
for reporting and business analysis, which helps:
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Combine data from multiple sources
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Optimize labor-intensive reporting
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Analyze and identify patterns
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Operatively test hypotheses and engage in forecasting
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Disclosing the causes of positive and negative trends in the process of receiving and processing applications
Details of implementation
To build all reports, it was necessary to obtain a series of data:
List of partners, list of applications, and Product Catalog. REST API methods have been implemented, through which data from Bitrix24 is imported into Qlik Sense. Automatic daily JSON import configured. As a result, a set of data necessary for reporting was collected in the business analytics system.
Independent partners receiving applications
In the application distribution system, there is an application distribution algorithm between partners that takes into account the location of the partner and the client. It was necessary to develop a report to track the problematic areas in the distribution of applications. On one sheet, the main metrics reflecting the distribution algorithm and partner activity are gathered, with the ability to filter by countries, cities, and periods: The total number of partners, how many partners received/did not receive applications, and the average number of applications per partner. Configures the output of a pie chart that displays the share of partners receiving bids.
Customer Request Feedback - Operational information on the number of partner responses to customer requests
After placing an order on the herbalife.ru website, customers receive an email to receive
feedback on the quality of processing their applications. Customer responses are automatically recorded in the database on the website. A sheet was configured in the general report, where operational information regarding the partner's work feedback is reflected. Monthly values and the share of applications where the consultant did not contact relative to the total number of applications during the period are presented.
Final claim statuses
List of statuses and number of applications, ratio of shares of successful and unsuccessful applications. It was necessary to see not only the number of applications in a specific status but also their share in the total number. To obtain this data, it was necessary to download it from the site's database and perform sorting and calculations in Excel—this is inconvenient and impractical. A dashboard was implemented, featuring a list of statuses and the number of applications, as well as a diagram showing the ratio of successful and unsuccessful applications.
Application dynamics
The report included several indicators and charts: YTD and MTD visualization, and like for like indicators. To track the number of applications using various filters, a dashboard was created to coordinate the project's work. The data is combined into an interconnected interactive picture with a common set of filters.
Abandoned claims
Ratio of Abandoned Applications to Factors Affecting Sales On a separate sheet, statistics are provided for "Abandoned Applications" — applications where, for any reason, a website visitor did not complete the application process. As a result, a convenient tool was obtained to monitor the number of dropped applications. An opportunity has emerged to correlate the number of dropped applications with the factors affecting sales.
Country analysis - information on sales processes for management teams from different countries
The project covers a number of CIS countries. Each country is assigned a team of managers whose task is to stay informed about the processes occurring with sales and the processing of applications. Information must be accessible, prepared, and prompt. Taking the requirements into account, a dashboard was developed with the option to select a country. The following metrics were added to the tool:
— Leading cities
— City share of applications across the country
— Number of NPs receiving and not receiving applications
— Analysis of the dynamics of the number of applications in relation to the selected period.
Sales analytics - operational sales data in a convenient format
Management had a need to obtain operational sales data in a convenient format to monitor customer activity, the effectiveness of advertising campaigns, analyze product line relevance, and forecast revenue. An analytical report was implemented in the form of a separate sheet in Qlik Sense, which displays the main sales indicators: Number of purchases, Amount of orders, TOP 5 products.
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- 100164, Uzbekistan, Toshkent shahri
- Mirzo Ulug'bek tumani, Tepamasjid ko'chasi, 4a-uy (IT PARK)
- OOO “AARTIT”
- TIN: 309036675, OKED 62 01 0
- p/s 2020 8000 4054 5983 6001
- v/s 2020 8840 7054 5983 6001
- ASIA ALLIANCE BANK JSCB,
- Mirabad branch, MFO 01124
- Director: SAMOYLENKO YURIY IGOREVICH
- 100164, Uzbekistan, Toshkent shahri
- Mirzo Ulug'bek tumani, Tepamasjid ko'chasi, 4a-uy (IT PARK)
- OOO “AARTIT”
- TIN: 309036675, OKED 62 01 0
- p/s 2020 8000 4054 5983 6001
- v/s 2020 8840 7054 5983 6001
- ASIA ALLIANCE BANK JSCB,
- Mirabad branch, MFO 01124
- Director: SAMOYLENKO YURIY IGOREVICH
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